MANUFACTURERS AND TRADERS TRUST COMPANY

Financial Advisor

MANUFACTURERS AND TRADERS TRUST COMPANY(13 days ago)

Easton, MDOnsiteFull TimeSeniorWealth Management
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About this role

This role involves providing advisory financial solutions to high-net-worth clients, focusing on personalized investment and insurance recommendations. The position emphasizes proactive business growth through needs analysis, partnership development, and compliance with regulatory standards.

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Required Skills

  • FINRA Series 7
  • Series 63
  • Series 65
  • Insurance Licenses
  • Financial Planning
  • Investment Advisory
  • Customer Relations
  • Risk Management
  • Sales
  • Wealth Management

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